Just dropped in the Mail Today 2019 Folio 1099s and Form 8949s

Just dropped in the Mail Today 2019 Folio 1099s and Form 8949s. Give these forms to your tax preparer.

Steve

1099r and 1099 forms will be available in January and February

1099r and 1099 forms will be available in late January and late February.  I will personally mail Folio forms to you as soon as I receive them. Shareholder Services Group will mail 1099 forms directly to you.

I will be going on a trip to Yuma in February or March. I will send a new blog post when I actually go. Make a note of my cell phone number, (541) 601-1241. I only use this phone when I am traveling.

Stephen L Gerritz

Happy New Year 2020

Gerritz Wealth Management wishes you a happy and safe New Year!

Just a reminder: We have retired our 800 phone number. You can reach us at 541-608-9958.

Gerritz Wealth Management, Inc. is taking its 800 Phone Number out of service by the end of the year.

Gerritz Wealth Management, Inc. is taking  its 800 Phone Number out of service by the end of the year. Please write down our 541-608-9958 number as our only working phone number. 

The 800 number was getting way to many Robotic calls.  Also, most of our clients have been calling our 541-608-9958 number.

Stephen L Gerritz

Gerritz Wealth Management, Inc. Phone Number 541-608-9958

Gerritz Wealth Management, Inc. is taking  its 800 Phone Number out of service by the end of the year.   Please write down our 541-608-9958 number as our only working phone number.

The 800 number was getting way to many Robotic calls.  Also, most of our clients have been calling our 541-608-9958 number.

Stephen L Gerritz

I will be doing all IRA Required Minimum Distributions this month.

I will be doing all IRA Required Minimum Distributions this month. I will be mailing required forms for many accounts. I will be able to do automatic withdrawals for some accounts.

Steve

2018 Folio 1099s and Form 8949 will be mailed out today 02/28/2019

2018 Folio 1099s and Form 8949 will be mailed on 02/28/2019.

If your tax preparer is Steve Constans, I will be mailing your forms directly to him.

Stephen L Gerritz, CFP